A complete list of active advisors currently associated with TL Private Wealth

Warmer can help you find a great advisor at TL Private Wealth or one who fits your needs even better.

TL Private Wealth provides investment supervisory services and financial planning to individuals and high-net-worth clients, managing accounts on a discretionary basis and offering retirement-plan rollover advice. The firm states an account minimum of $1,000,000 (which it may waive) and integrates financial planning, tax and retirement considerations into its ongoing advisory services. The firm’s investment approach is centered on strategic asset allocation with periodic rebalancing and uses fundamental and cyclical analysis to select holdings; it may execute covered-call and cash‑secured put option strategies when requested on a non-solicited, non-discretionary basis. TLPW discloses fiduciary duties for retirement accounts and highlights cybersecurity safeguards and regular portfolio monitoring, including quarterly custodian statements and monthly portfolio summaries. Notable distinctions include a firm policy that requires clients to custody assets at Fidelity Institutional and does not permit clients to direct brokerage to other custodians, reflecting use of Fidelity’s platform services and research benefits. The firm also does not aggregate (block) trades for multiple accounts, compensates investment adviser representatives in part based on a percentage of advisory fees, and has an owner licensed to sell commissionable insurance products — all of which are disclosed as potential conflicts and addressed through its policies and supervision.

To learn more about the advisors currently working at TL Private Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.